LCM
LVM Capital Management Portfolio holdings
AUM
$964M
This Quarter Return
+9.76%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$847M
AUM Growth
+$847M
(+8.4%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
45.58%
Holding
155
New
8
Increased
45
Reduced
50
Closed
14
Top Buys
| 1 |
Lowe's Companies
LOW
|
$1M |
| 2 |
Emerson Electric
EMR
|
$995K |
| 3 |
Valero Energy
VLO
|
$912K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$849K |
| 5 |
Fidelity National Information Services
FIS
|
$839K |
Top Sells
| 1 |
Verizon
VZ
|
$2.26M |
| 2 |
Altria Group
MO
|
$1.09M |
| 3 |
Expedia Group
EXPE
|
$1M |
| 4 |
Netflix
NFLX
|
$983K |
| 5 |
NRG Energy
NRG
|
$899K |
Sector Composition
| 1 | Technology | 30.78% |
| 2 | Healthcare | 19.85% |
| 3 | Consumer Staples | 9.12% |
| 4 | Industrials | 7.49% |
| 5 | Financials | 6.48% |
